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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,296 | $93,617-80.5% | $135,982-86.5% | $75,177-75.7% |
| Participation rate | 58.5% | 75.2%-16.7pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 32.03% | 30.89%+1.1pp | 68.32%-36.3pp | 160.75%-128.7pp |
| Employer contribution / active EE | $1,710 | $3,538-51.7% | $4,859-64.8% | $2,671-36.0% |
| Participant deferral / active EE | $2,669 | $6,406-58.3% | $7,760-65.6% | $4,126-35.3% |
| Admin fee / account holder | $964 | $6,980-86.2% | $10,767-91.1% | $5,651-83.0% |